illustration of a tiny island with a tree and a sailboat leaving it (Photo: Shutterstock)

Advisors and benefits brokers know better than most that retirement is unavoidable. For those who own their own business, succession planning is a critical task, but one that is often neglected.

A survey by the History Factory found that more than half of respondents did not have a documented plan in place for executive transitions, although almost all of those who participated in the survey agreed that succession planning is more important than ever.

Complete your profile to continue reading and get FREE access to, part of your ALM digital membership.

Your access to unlimited content isn’t changing.
Once you are an ALM digital member, you’ll receive:

  • Critical information including cutting edge post-reform success strategies, access to educational webcasts and videos, resources from industry leaders, and informative Newsletters.
  • Exclusive discounts on ALM, BenefitsPRO magazine and events.
  • Access to other award-winning ALM websites including and

Already have an account?



Join BenefitsPRO

Don’t miss crucial news and insights you need to navigate the shifting employee benefits industry. Join now!

  • Unlimited access to - your roadmap to thriving in a disrupted environment
  • Access to other award-winning ALM websites including and
  • Exclusive discounts on and ALM events.

Already have an account? Sign In Now
Join BenefitsPRO

Copyright © 2023 ALM Global, LLC. All Rights Reserved.